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What comes after LLMs for VC Investments

VC Cafe

He talked about where we are in the timeline of generative AI and it made me realise that we’re making an interesting shift now. Durable distribution advantages. The Modern AI Stack – Menlo Ventures ( source ) If not LLMs, where will the value accrue in Generative AI?

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2023-2024 B2B SaaS Benchmarks

VC Cafe

As a pre-seed investor at Remagine Ventures , half of our investments are in B2B Software, especially around technologies in the content creation, distribution, monetisation and analytics space. Metric Unremarkable Good Excellent Outlier ARR <$500k $500k-$1.5m $1.5m-$2.5m >$2.5m Companies faced higher customer churn and downgrades.

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